Here’s a summary of your financial plan. Review your details before finalizing.
📊 Risk Profile
You are a Moderate Risk Taker.
💰 Cash Flow
Total Income:₹75,000
Total Expenses:₹50,000
Monthly Surplus:₹25,000
🎯 Goals
- Child Education — ₹15,00,000 by 2035
- Retirement Fund — ₹2,00,00,000 by 2045
✅ Based on your profile and goals, we recommend a Balanced Portfolio.
This portfolio will help you achieve growth while managing risk.